HWM

Howard Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$143K
3
+$85K
4
VT icon
Vanguard Total World Stock ETF
VT
+$79K
5
PFE icon
Pfizer
PFE
+$53.6K

Top Sells

1
+$266K
2
+$245K
3
+$226K
4
SYK icon
Stryker
SYK
+$214K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$209K

Sector Composition

1 Technology 7.15%
2 Communication Services 2.66%
3 Consumer Discretionary 2.45%
4 Financials 2.39%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 9.34%
98,076
+1,388
2
$9.54M 8.8%
35,039
+312
3
$6.05M 5.58%
31,997
+195
4
$6.01M 5.54%
35,093
-115
5
$4.77M 4.39%
30,676
-263
6
$4.17M 3.84%
281,214
+1,625
7
$3.57M 3.29%
38,272
+848
8
$3.11M 2.87%
103,166
-5,017
9
$2.84M 2.62%
6,654
-33
10
$2.58M 2.38%
37,779
11
$2.24M 2.07%
5,226
+109
12
$2.14M 1.97%
15,517
13
$2.08M 1.92%
190,068
-6,800
14
$1.87M 1.73%
4,767
+519
15
$1.81M 1.66%
8,498
+136
16
$1.62M 1.49%
23,908
-573
17
$1.57M 1.44%
30,192
-258
18
$1.34M 1.24%
25,094
-347
19
$1.31M 1.21%
6,685
+185
20
$1.28M 1.18%
5,423
-41
21
$1.23M 1.13%
8,579
+140
22
$1.2M 1.1%
9,420
-70
23
$1.16M 1.07%
10,100
-43
24
$1.12M 1.04%
4,489
-10
25
$1.1M 1.01%
8,370
-25
1
2 3 4 5